Steward Partners Investment Advisory’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Hold |
41,493
| – | – | 0.01% | 799 |
|
|
2025
Q1 | $1.28M | Hold |
41,493
| – | – | 0.01% | 811 |
|
|
2024
Q4 | $1.38M | Hold |
41,493
| – | – | 0.01% | 758 |
|
|
2024
Q3 | $1.39M | Hold |
41,493
| – | – | 0.01% | 747 |
|
|
2024
Q2 | $1.34M | Hold |
41,493
| – | – | 0.01% | 713 |
|
|
2024
Q1 | $1.29M | Hold |
41,493
| – | – | 0.01% | 714 |
|
|
2023
Q4 | $1.19M | Hold |
41,493
| – | – | 0.02% | 664 |
|
|
2023
Q3 | $1.09M | Hold |
41,493
| – | – | 0.02% | 645 |
|
|
2023
Q2 | $1.13M | Hold |
41,493
| – | – | 0.02% | 653 |
|
|
2023
Q1 | $1.06M | Hold |
41,493
| – | – | 0.02% | 676 |
|
|
2022
Q4 | $1.01M | Hold |
41,493
| – | – | 0.02% | 663 |
|
|
2022
Q3 | $1.1M | Hold |
41,493
| – | – | 0.02% | 596 |
|
|
2022
Q2 | $1.1M | Hold |
41,493
| – | – | 0.02% | 603 |
|
|
2022
Q1 | $1.3M | Sell |
41,493
-3,832
| -8% | -$120K | 0.02% | 607 |
|
|
2021
Q4 | $1.51M | Hold |
45,325
| – | – | 0.02% | 577 |
|
|
2021
Q3 | $1.38M | Buy |
+45,325
| New | +$1.38M | 0.02% | 554 |
|